Latest Articles
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There’s No Easy Way Out Of The Chip Shortage, But These Stocks Stand To Benefit
The global chip supply crunch has disrupted production in a wide range of industries. Although much of the news about the shortage has been centered on the automotive industry, industries ranging from medical devices to home appliances and consum...
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Strong Q3 ’21 Earnings Could Help Micron Technology Stock Gain 20%
Despite an almost 2.4x rise from its low in March 2020, at the current price of $80 per share, we believe Micron Technology stock (NASDAQ: MU) has further upside potential. Micron stock rose from $34 in March 2020 to $80 currently, while the S&...
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Will Applied Materials And Intel Stock Continue To Gain From Chip Shortage?
Our theme on Stocks That Benefit From The Semiconductor Shortage – which includes chip companies with their own fabrication capacity and companies that produce machinery and tools for chipmaking – has outperformed this year, return...
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Strong Demand Revival Could Drive Micron Technology Stock To Fresh Highs
Despite a 2.7x rise from its low in March 2020, at the current price of $92 per share, we believe Micron Technology stock (NASDAQ: MU) has further upside potential. Micron stock rose from $34 in March 2020 to $92 currently, while the S&P in...
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Weak Demand Could Weigh On Micron Technology Stock
Micron Technology stock (NASDAQ: MU) is up almost 70% since the beginning of this year, and at the current price of around $90 per share, we believe that Micron stock has around 20% potential downside. Why is that? Our belief stems from the fa...
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Time To Sell Micron Technology Stock?
Up more than 2x since March, we believe Micron Technology stock (NASDAQ: MU) could see significant downside. Micron Technology is a memory semiconductor company, manufacturing DRAM and NAND semiconductor raw materials, used by HDD and flash man...
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Nvidia, Intel, Micron: How Are Internet Infrastructure Stocks Faring?
Our indicative Theme of Internet Infrastructure Stocks – which includes a diverse set of companies that sell hardware and software that underpins the Internet and data centers – has gained about 32% year-to-date, significantly outperformi...
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20% Downside For Micron Technology Stock?
Micron Technology stock (NASDAQ: MU) is up 16% since the beginning of this year, but at the current price of around $63 per share, we believe that Micron stock has more than 20% potential downside. Why is that? Our belief stems from the fact t...
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What’s The Downside For Micron Stock?
Micron Technology stock (NASDAQ: MU) is down around 6% since the beginning of this year, but at the current price of around $51 per share, we believe that Micron stock could see more downside. Why is that? Our belief stems from the fact that M...
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Micron Stock Could See Further Downside This Year
Micron Technology stock (NASDAQ: MU) is down 16% since the beginning of this year, but at the current price of around $45 per share, we believe Micron’s stock is fully valued. Why is that? Our belief stems from the fact that Micron’...
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Micron Stock Up 1.4x From March Low- Is The Rally Over?
Despite a 41% rise since its low in March, at the current price of $49 per share we believe Micron stock (NASDAQ:MU) has reached its near term potential. Micron’s stock has rallied from $34 to $49 off the recent bottom compared to the S&P w...
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Micron Technology Stock Headed Toward Early-2017 Levels Of $25?!
Despite a ~10% decline in Micron’s (NASDAQ: MU) stock since the beginning of this year, as the spread of the novel Coronavirus rattled the stock markets and the broader economy, at the current price of $48 per share, we believe Micron has...
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Coronavirus Recovery Watch: Semiconductor Stocks Returned 14% Over The Past 5 Trading Sessions- Here’s A Look At The Top Performers
Our semiconductor portfolio of 8 stocks shows an average return of 14% in the last five trading days (till 27th March) compared with a 10% return in the S&P 500 during the same period. This portfolio reflects one set of possible stocks expe...
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Can Micron’s Stock Jump 40% Post The COVID-19 Crisis?
Micron’s (NASDAQ: MU) stock declined by about 18% between 8th March 2020 and 24th March 2020 (vs. an 18% decline in the S&P 500), and the stock is down almost 19% since January 31 after the WHO declared a global health emergency in li...
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How Does Samsung’s Memory Business Compare With Micron’s?
In this analysis, we compare Samsung’s memory business with Micron’s (NASDAQ: MU), which is one of the largest U.S. based memory companies. Samsung’s memory business is almost twice as large as Micron’s. We project Samsung’...
